Use the preconfigured Action Launcher deployment for Collections to help your
collections specialists launch actions related to Collections. Make the Action Launcher component
available to your users by adding the component to the collection plan Lightning record
page.
Required Editions
| User Permissions Needed |
| To customize preconfigured action launcher deployment: |
Industry Service Excellence
AND
Collections and Recovery Admin
|
Collections includes a preconfigured action launcher deployment, Collection Plan
Processes. You can customize it according to your business requirements.
-
To launch actions, such as Create Promise to Pay and Generate and Send Payment Link on
collection plan details page, use the preconfigured action launcher deployment, Collection Plan
Processes. See Use a Standard Action Launcher Deployment.
-
To help collections specialists launch the actions related to Collections, add the Action
Launcher component to the collection plan Lightning record page, and select the Collection Plan
Processes Action Launcher deployment. See Add the Action Launcher Component to a Lightning Record
Page.
